Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990EZ • Fiscal year 2015 • EIN 06-0331988

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 23, 2015

Organization ProfileN/A
75 High StreetWinsted, CT 06098

(860) 379-8045

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.17x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.26x

Higher debt load relative to revenue than 78% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Net Margin

77th percentile

13%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$2,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Asset Growth

50th percentile

-0.1%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-1.5%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$173,526

Down $253 (-0.1%) from 2014

Net Assets

Up

$144,860

Up $14,497 (+11%) from 2014

Liabilities

Down

$28,666

Down $14,750 (-34%) from 2014

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin77th percentile

Revenue

Down

$112,338

Down $1,762 (-1.5%) from 2014

Expenses

Up

$97,806

Up $10,391 (+12%) from 2014

Net Income

Down

$14,532

Down $12,153 (-46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $173,779Liabilities 2014: $43,416Net Assets 2014: $130,3632014Assets 2015: $173,526Liabilities 2015: $28,666Net Assets 2015: $144,8602015Assets 2016: $187,828Liabilities 2016: $33,165Net Assets 2016: $154,6632016Assets 2017: $191,759Liabilities 2017: $36,282Net Assets 2017: $155,4772017Assets 2018: $200,469Liabilities 2018: $29,269Net Assets 2018: $171,2002018Assets 2019: $226,960Liabilities 2019: $35,713Net Assets 2019: $191,2472019Assets 2020: $225,803Liabilities 2020: $28,695Net Assets 2020: $197,1082020Assets 2021: $241,158Liabilities 2021: $18,112Net Assets 2021: $223,0462021Assets 2022: $240,166Liabilities 2022: $13,815Net Assets 2022: $226,3512022Assets 2023: $251,243Liabilities 2023: $13,647Net Assets 2023: $237,5962023Assets 2024: $295,449Liabilities 2024: $21,594Net Assets 2024: $273,8552024Assets 2025: $341,736Liabilities 2025: $18,625Net Assets 2025: $323,1112025

Highlighted filing

2015

Assets$173,526
Liabilities$28,666
Net Assets$144,860
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $114,100Expenses 2014: $87,415Net Income 2014: $26,6852014Revenue 2015: $112,338Expenses 2015: $97,806Net Income 2015: $14,5322015Revenue 2016: $113,368Expenses 2016: $103,198Net Income 2016: $10,1702016Revenue 2017: $91,819Expenses 2017: $98,732Net Income 2017: -$6,9132017Revenue 2018: $111,017Expenses 2018: $101,269Net Income 2018: $9,7482018Revenue 2019: $141,316Expenses 2019: $118,868Net Income 2019: $22,4482019Revenue 2020: $120,068Expenses 2020: $108,449Net Income 2020: $11,6192020Revenue 2021: $96,558Expenses 2021: $87,481Net Income 2021: $9,0772021Revenue 2022: $108,017Expenses 2022: $99,911Net Income 2022: $8,1062022Revenue 2023: $131,389Expenses 2023: $118,459Net Income 2023: $12,9302023Revenue 2024: $160,400Expenses 2024: $146,270Net Income 2024: $14,1302024Revenue 2025: $201,286Expenses 2025: $166,525Net Income 2025: $34,7612025

Highlighted filing

2015

Revenue$112,338
Expenses$97,806
Net Income$14,532
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$183,613
Mission and Program Overview

Mission

The organization provides newsletters and social activities to its members. The organization helps to foster community through offering activities, scholarships and services to the local general public.

The lodge is a local affiliate lodge of a national fraternal organization of elks dedicated to helping with local community projects and assisting whenever needed in order to encourage good fellowship

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES NEWLETTERS AND SOCIAL ACTIVITIES TO ITS MEMBERS. THE ORGANIZATION HELPS TO FOSTER COMMUNITY THROUGH OFFERING ACTIVITIES, SCHOLARSHIPS, AND SERVICES TO THE LOCAL GENERAL PUBLIC-$6,820
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY BALZARINSecretaryPT$2,000-$2,000
TIMOTHY ANGELLTreasurerPT$1,000-$1,000
BRIAN MACHOWSKIExalted RulerPT$0--
KENNETH KOSTAKLeading KnightPT$0--
KAREN PAPPLoyal KnightPT$0--
THOMAS MATTHEWSLecturing KnightPT$0--
JONATHAN BEACHTrustee One Year-$0--
VINCENT FERRANTETrustee Two Years-$0--
SUSAN KOLOSKITrustee Three Years-$0--
LAURIE BASSETTETrustee Four Years-$0--
EDWARD TULLOCK JRTrustee Five Years-$0--
PAMELA ZABLOCKITiler-$0--
ANDRZEJ KAPUSCINSKIEquire-$0--
KELLY MALLETTEChaplain-$0--
ROBERT DOYLEInner Guard-$0--
Filing and Contact Details

Filer

Filer Name
BENEVOLENT PROTECTIVE ORDER OF ELKS #844
EIN
06-0331988
Phone
8603798045
Address
75 HIGH STREET, WINSTED, CT 06098

Signing Officer

Name
Timothy Angell
Title
Treasurer
Phone
8603798045
Signed
2015-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Lori Riiska CPA LLC
Address
16 UNION ST, WINSTED, CT 06098-1521
Preparer
Lori Riiska
Phone
8603796360
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Insurance reimbursement 6571.”

Form 990EZ, Part I, Line 16

“Bar & kitchen supplies 1296. Community events 6820. Convention 3204. Dues 931. Equipment rental 2180. Federal dues 4747. Interest 2667. Licenses 670. State dues 826. Depreciation 5907. Bank service charge 188. Music 510.”

Form 990EZ, Part I, Line 20

“UNREALIZED LOSS -35.”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08603798045
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTED
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006098
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt091334
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IRS990EZ/ExcessOrDeficitForYearAmt014532
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IRS990EZ/FundraisingGrossIncomeAmt05952
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt057862
IRS990EZ/GrossReceiptsAmt0183613
IRS990EZ/GrossSalesOfInventoryAmt0121966
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt082445
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt019756
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt142.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt51000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN MACHOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH KOSTAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN PAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BEVERLY BALZARIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIMOTHY ANGELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JONATHAN BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VINCENT FERRANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN KOLOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LAURIE BASSETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EDWARD TULLOCK JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11PAMELA ZABLOCKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANDRZEJ KAPUSCINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13KELLY MALLETTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14ROBERT DOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LEADING KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LECTURING KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE ONE YEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE TWO YEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE THREE YEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE FOUR YEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE FIVE YEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12EQUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14INNER GUARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-35
IRS990EZ/OtherExpensesTotalAmt029946
IRS990EZ/OtherRevenueTotalAmt06571
IRS990EZ/PrimaryExemptPurposeTxt0THE LODGE IS A LOCAL AFFILIATE LODGE OF A NATIONAL FRATERNAL ORGANIZATION OF ELKS DEDICATED TO HELPING WITH LOCAL COMMUNITY PROJECTS AND ASSISTING WHENEVER NEEDED IN ORDER TO ENCOURAGE GOOD FELLOWSHIP
IRS990EZ/PrintingPublicationsPostageAmt03728
IRS990EZ/ProgramServiceRevenueAmt016947
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES NEWLETTERS AND SOCIAL ACTIVITIES TO ITS MEMBERS. THE ORGANIZATION HELPS TO FOSTER COMMUNITY THROUGH OFFERING ACTIVITIES, SCHOLARSHIPS, AND SERVICES TO THE LOCAL GENERAL PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06820
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018972
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt07171
IRS990EZ/SpecialEventsNetIncomeLossAmt07182
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt043416
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt028666
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097806
IRS990EZ/TotalProgramServiceExpensesAmt06820
IRS990EZ/TotalRevenueAmt0112338
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE REIMBURSEMENT 6571.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BAR & KITCHEN SUPPLIES 1296. COMMUNITY EVENTS 6820. CONVENTION 3204. DUES 931. EQUIPMENT RENTAL 2180. FEDERAL DUES 4747. INTEREST 2667. LICENSES 670. STATE DUES 826. DEPRECIATION 5907. BANK SERVICE CHARGE 188. MUSIC 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS -35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY ANGELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08603798045
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT PROTECTIVE ORDER OF ELKS #844
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0060331988
ReturnHeader/Filer/PhoneNum08603798045
ReturnHeader/Filer/USAddress/AddressLine1Txt075 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0WINSTED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI RIISKA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 UNION ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTED
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060981521
ReturnHeader/PreparerPersonGrp/PhoneNum08603796360
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI RIISKA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-28T07:27:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$173,526
Liabilities
$28,666
Net assets
$144,860
Revenue
$112,338
Expenses
$97,806
Net income
$14,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.42$0.19$3.23$2.01$1.67$0.35
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.22$2.74$1.60$1.46$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.14$2.38$1.31$1.18$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.14$2.26$1.08$1.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.18$2.23$0.97$0.87$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.29$1.97$1.20$1.08$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.36$1.91$1.41$1.19$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.29$1.71$1.11$1.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.36$1.55$0.92$0.99$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.33$1.55$1.13$1.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.29$1.45$1.12$0.98$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.43$1.30$1.14$0.87$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)8 • <$500k nonprofits